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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
Palumbo Wealth Management
New York
$302K +$1.38K +3 +0.4%
AL
2002
Aspiriant LLC
California
$302K -$4.14K -9 -1%
MWM
2003
McMill Wealth Management
Nebraska
$302K +$1.38K +3 +0.4%
FRM
2004
Fox Run Management
Connecticut
$302K +$311K +675 New
BCM
2005
BluePath Capital Management
Georgia
$301K -$1.65M -3,593 -84%
FNB
2006
Farmers National Bank
Kentucky
$300K +$460 +1 +0.1%
QFW
2007
QTR Family Wealth
Florida
$300K +$309K +672 New
KFA
2008
Krane Funds Advisors
New York
$300K -$22.1K -48 -7%
GCM
2009
Goldstream Capital Management
Hong Kong
$299K – – –
AIA
2010
Affinity Investment Advisors
California
$298K +$47.9K +104 +19%
CST
2011
Charles Schwab Trust
Nevada
$297K +$65.8K +143 +27%
HNWAG
2012
High Net Worth Advisory Group
Florida
$296K -$54.8K -119 -15%
4WM
2013
49 Wealth Management
Texas
$295K +$10.1K +22 +3%
ISFAN
2014
Investor's Fiduciary Advisor Network
Washington
$295K -$30.4K -66 -9%
CCAL
2015
City Center Advisors LLC
Michigan
$294K – – –
KWM
2016
Kaydan Wealth Management
Michigan
$294K -$10.6K -23 -3%
SWA
2017
Strategies Wealth Advisors
Michigan
$294K +$303K +659 New
BFWA
2018
Benchmark Financial Wealth Advisors
Florida
$294K +$72.7K +158 +32%
NSG
2019
Nalls Sherbakoff Group
Tennessee
$293K +$302K +657 New
TNAM
2020
Terra Nova Asset Management
New York
$293K – – –
GPWM
2021
Grant Private Wealth Management
California
$293K +$2.76K +6 +0.9%
CIAM
2022
Caitong International Asset Management
Hong Kong
$292K +$298K +648 +10,800%
MPM
2023
MBB Public Markets
Illinois
$292K +$301K +654 New
AGWCA
2024
Annis Gardner Whiting Capital Advisors
Florida
$291K +$4.6K +10 +2%
LI
2025
LMCG Investments
Massachusetts
$290K – – –
79 80
81
82 83